Best Intentions, Bad Advice
Barbara and Phil will provide an update on conversations they’ve had with clients about the Coronavirus and then move into a discussion on where you’re getting financial advice from. […]
Tag: retirement
The CARES Act
Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show. […]
Coronavirus Update & Financial Dictionary
The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. […]
How To Set Financial & Retirement Goals
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. […]
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing. […]
Mailbag Questions, Part 2
Today’s show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more. […]
Finding Silver Linings In Bad Financial Situations
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. […]
Sabotaging Your Own Retirement
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health… […]
Mailbag Questions
We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits. […]
Episode #7: Mailbag – IRAs, 401(k)s, Short-Term Investing, Rental Properties
Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]